Business Central 365
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Plugin Setup
Installation

Step 13: Add User Permissions (BC365)



Find and add the following Permission Sets as needed:

  • CNBV3BF - Allows users to utilize bank feeds
  • CNBV3CORE - Required for any user using the Plugin
  • CNBV3FULL - Allows users full access to the Plugin
  • CNBV3PB - Allows users to make payments through the Pay Bills page
  • CNBV3PM - Allows users to access the Payment Methods page
  • CNBV3RR - Allows users to view balances and transactions on the Bank Statements page

Once all necessary Permission Sets have been added, confirm that the page has been saved.

Please ensure that CNBV3CORE is granted to all plugin and non-plugin users that use records the plugin interacts with i.e. Bank Accounts, Vendors, etc.

This does not give non-plugin users access to the plugin pages.



Updated 27 Sep 2023
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